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GREG A. BOWEN, CFA, CFP®
Wealth Management Managing Director
Greg joined the firm in 2008 after serving as a Vice President of the U.S. Wealth Management division of UBS. Greg earned a Bachelor of Science in Chemical Engineering from the University of Alabama and a Master of Business Administration from Clemson University.
Greg is a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER™ professional. His primary areas of focus are investment management, retirement income planning, and business retirement plans.
He is an active member of the CFA Institute, the Financial Planning Association, and the Estate Planning Council of Mobile, Inc. He also serves on the Board of Directors of the Southern Pine Hills Prescribed Burn Association.
Outside of work, Greg enjoys hunting, fishing, boating, traveling, and spending time outdoors. He and his family attend St. Paul’s Episcopal Church.